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Personal Finance Society
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Planning your journey

There are different routes to Chartered status and a wide variety of resources to support you in your quest. With careful planning you could get there quicker.

Build on your knowledge in your specialist area


You can view an overview of the Advanced Diploma in Financial Planning watching the short video below:


Study options

When studying for the Advanced Diploma you can combine different units to build on prior learning and complement your particular area of work, or an area of financial advice you aspire to move into, as the following indicates:

Study -streams

Your past qualifications can count

A CII personalised Learning Statement provides a record of the exams and resultant credits you hold which can be used towards completing CII qualifications. This includes both CII exams and exams obtained through other awarding bodies (such as professional bodies, universities etc.) that you have told us about.

Importantly, your statement now sets out what you personally need to do to complete a qualification you are, or may be considering working towards.

Get your personalised learning statement now »

Study Tips


Create a programme to fit your study style

You can make studying simpler by selecting the learning and revision materials that best suit you. The right choice of learning materials can make a big difference.

For example, attending a CII Face-to-Face revision course can improve your chances of first time exam success by as much as 50%. Get the inside track on your chosen qualification page on this website.

Be an effective learner

Follow some simple steps and you'll stand the best chances of passing:

  • Formulate a realistic study plan and stick to it
  • Don't cram, study a little and often
  • Understand your subject by knowing the unit syllabus inside out
  • Use a blend of learning and revision materials to improve understanding and recall.

Take exams when you're ready

Advanced Diploma exams are available twice yearly in April and October. Get the dates for your diary on each qualification page on this website.

Aim for Chartered


Considering becoming Chartered?

Watch our brief video guide on the benefits of becoming a Chartered Financial Planner:


Why becoming Chartered will benefit you...

  • Differentiation
    You will join an elite group of financial advisers with proven, exceptional capability
  • Specialised knowledge
    You will deepen and broaden your experience through the Advanced Diploma, the route to Chartered status
  • Acknowledged professionalism
    'Chartered' offers professional parity, it opens doors to important new business streams from other professions
  • Public perception
    The title is the trusted mark of professionals and enjoys consumer preference

Holding the Chartered Financial Planner title will place you at the pinnacle of the profession. And help ensure that you are recognised as such by your peers, your employer and, most importantly, by those seeking advice. Independent research confirms that the public places huge importance on talking to a professional; it also confirms that 'Chartered' is the most respected indicator of professionalism.

If you have a CII Diploma under your belt, you will be well on your way to achieving the Advanced Diploma and, in turn, becoming a Chartered Financial Planner. Studying for the Advanced Diploma in Financial Planning builds on the foundations laid at Diploma level, deepening your knowledge, enhancing your skill set, and better preparing you to offer a sophisticated approach to financial management.

In summary, this requires you to obtain 290 credits. CII Diploma holders already have more than a third of this number and, in many cases, more. 

Chartered Requirements


For an individual to be awarded the Chartered Financial Planner title they must:

  • hold a professional level CII qualification: Advanced Diploma in Financial Planning (CII qualifications equivalent to first degree level)
  • Have five years' relevant industry experience (not necessarily post-qualification)
  • Be a member of the Personal Finance Society
  • Adhere to the CII's/PFS's Code of Ethics
  • Be able to demonstrate that their continuing professional development (CPD) is up to date and commit to an ongoing programme of CPD. 

If you have met these requirements and wish to apply for chartered status please complete and return the following form:

Download the application form here »

To find out answers to frequently asked questions regarding Chartered Planner Status please read our FAQ:

Read the Chartered FAQ »